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Concentrum Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Concentrum Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.01M Buy
114,601
+1,205
+1% +$73.8K 2.2% 11
2025
Q1 		$5.31M Buy
113,396
+7,508
+7% +$351K 1.97% 11
2024
Q4 		$5.62M Buy
+105,888
New +$5.62M 1.98% 10